MCR (MFS Charterome Trust) Total Equity: $281.36 Mil (As of Nov. 2025)


MCR MFS Charter Income Trust MCR
8 GF Score
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What is MFS Charterome Trust Total Equity?

MFS Charterome Trust MCR -0.67% 8 Total Equity is $281.36 Mil as of Nov. 2025. GuruFocus rates MCR with a GF Score™ of 8/100. The stock has 7 warning signs investors should review.

MFS Charterome Trust's total equity for the quarter that ended in Nov. 2025 was $281.36 Mil.

This is Residual interest, including minority interest, that remains in the assets of the enterprise after deducting its liabilities. Equity is increased by owners’ investments and by comprehensive income, and it is reduced by distributions to the owners.


MFS Charterome Trust Total Equity Historical Data

* Premium members only.

The historical data trend for MFS Charterome Trust's Total Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

MFS Charterome Trust Total Equity Chart

MFS Charterome Trust Annual Data
Trend Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
Total Equity
Get a 7-Day Free Trial Premium Member Only 368.97 300.58 283.48 286.55 281.36

MFS Charterome Trust Semi-Annual Data
Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
Total Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 283.48 284.02 286.55 277.46 281.36
MCR
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MFS Charter Income Trust MCR
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MFS Charterome Trust Total Equity Calculation

Total Equity and Total Liabilities are the two components for Total Assets.

MFS Charterome Trust's Total Equity for the fiscal year that ended in Nov. 2025 is calculated as

Total Equity=Total Assets(Q: Nov. 2025 )-Total Liabilities(Q: Nov. 2025 )
=379.061-97.706
=281.36

MFS Charterome Trust's Total Equity for the quarter that ended in Nov. 2025 is calculated as

Total Equity=Total Assets(Q: Nov. 2025 )-Total Liabilities(Q: Nov. 2025 )
=379.061-97.706
=281.36

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Total Equity →
What does a Total Equity of $281.36 Mil mean?
MFS Charterome Trust (MCR) has a Total Equity of $281.36 Mil as of Nov. 2025. The total amount of equity as record on a company's balance sheet. View historical data for MFS Charterome Trust and its competitors.
Is MFS Charterome Trust's Total Equity too high?
MFS Charterome Trust's current Total Equity is $281.36 Mil. Overall, MFS Charterome Trust has a GF Score™ of 8/100, reflecting its overall financial health beyond just this single metric.
How does MFS Charterome Trust's Total Equity compare to JRS and RCS?
MFS Charterome Trust's Total Equity of $281.36 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Equity for an Asset Management company?
A good Total Equity depends on the Asset Management industry context. However, Total Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Total Equity mean?
A high Total Equity can signal that a stock is expensive relative to its fundamentals. The total amount of equity as record on a company's balance sheet. View historical data for MFS Charterome Trust and its competitors. MFS Charterome Trust's current Total Equity is $281.36 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MFS Charterome Trust stock overvalued right now?
MFS Charterome Trust (MCR) has a current Total Equity of $281.36 Mil. The current Total Equity is $281.36 Mil. MFS Charterome Trust's overall GF Score™ is 8/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Equity calculated?
Total Equity is calculated from a company's financial statements. For MFS Charterome Trust (MCR), the current Total Equity is $281.36 Mil as of Nov. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

MFS Charterome Trust Business Description

Address 111 Huntington Avenue, Boston, MA, USA, 02199
MFS Charter Income Trust is a United States-based closed-end fund. Its investment objective is to seek high current income, but may also consider capital appreciation. The fund invests the assets in Debt Instruments, Corporate Bonds, U.S. Government Securities, Foreign Government Securities, Securitized Instruments, Derivatives, Principal Risks, Debt Management Risk, Investment Selection Risk, Interest Rate Risk, Credit Risk, Foreign Risks, Emerging Markets Risk, Currency Risk, Leveraging Risk, Operational and Cybersecurity Risk, Active and Frequent Trading, and etc of different market countries.
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